Activity log

The Activity log records everything that happened on the organization: donations, payouts, expenses, transfers, edits to the record, publishing, access changes, and uploads. It is the place to answer “when did that happen, and who did it?”

Filters

Filter the log with the Action select — All actions, Donations, Payouts, Expenses, Transfers, Edits, Publishing, Access, Uploads — plus By (the actor), Target, Amount, and From / To dates. Clear resets them, and is disabled while nothing is set. Changing any filter returns you to page 1.

The table shows Timestamp (YYYY-MM-DD HH:MM), By (the person, or System), the Action badge, Flow, Target, and Amount.

Flow is the direction of money: + Credit for donations and – Debit for expenses and payouts, with a dash when no money moved.

Reading a row in detail

Every row is clickable and opens the Activity detail modal with the full entry: actor, action, target, detail and amount, frequency, payment method (Visa, Mastercard, Amex, Discover, ACH, wire transfer, or check), donation id, allocation id, processor reference, and donor email. That is what you need when a donor asks about a specific gift.

Exporting

The export menu in the header downloads a CSV of every page matching your current filters — not just the page you are looking at — named activity-<slug>-<date>.csv. It carries the columns Timestamp, By, Action, Flow, Target, Amount, and Method. Set your filters first, then export.

Note

Two options in the Action filter are both labelled Payouts. One is the payout action you expect; the other is a separate, differently-keyed payments option that happens to share the label. If a filter looks like it is showing the wrong rows, try the other Payouts. This has been flagged to the app team.

Empty state: No activity for this filter.

Related

• Your organization dashboard — recent activity on the landing page.
• Balance and payouts — the money behind the debit rows.
• Payout integrations — credential changes are recorded here.